Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sturm is a financial professional with over 20 years of experience in the industry. Michael is currently a registered representative of Ameriprise Financial Services, LLC and provides financial advice to individuals, families, businesses and trusts. Michael's previous experience includes working with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Waddell & Reed, Inc., and Allstate Financial Services, LLC. Michael is a dedicated professional with a strong commitment to serving his clients' financial needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OK
10/26/2018 - Present
Ameriprise Financial Services, LLC (Tulsa OK)
OK
01/25/2018 - 10/05/2018
ALLSTATE FINANCIAL SERVICES, LLC (TULSA OK)
OK
09/08/2016 - 11/10/2016
HORNOR, TOWNSEND & KENT, INC. (TULSA OK)
OK
10/10/2014 - 03/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
OK
11/12/2013 - 01/15/2014
WADDELL & REED, INC. (TULSA OK)
MN
10/06/1998 - 09/11/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
07/16/1998 - 10/07/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CO
03/04/1998 - 06/09/1998
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
02/06/1997 - 02/27/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OK
02/01/1996 - 01/31/1997
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
NY
02/27/1995 - 01/31/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
10/17/1994 - 02/13/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NJ
07/13/1994 - 09/27/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/04/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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